Upload wholesale sales manually

 

Overview

To report wholesale sales in Green Check, you will upload invoice payment data for each payment that your business receives.

Every invoice payment should reference a specific invoice, but it is not the same thing as an invoice. Multiple invoice payments may reference the same invoice if the invoice was paid in multiple installments.

Therefore, you will upload sales data to Green Check when you receive a payment towards an invoice and not necessarily when the invoice was created (unless you received a payment towards the invoice the same day).

Before you start

Please review the standard Green Check fields below to ensure you upload the necessary data.

Field Name

Definition

Format

Date *

Date the invoice was created

Required, eg. 2021-02-27

Invoice Number *

Unique identifier for the invoice

Required, alphanumeric

Customer *

Customer name

Required, alphanumeric

Product

Name of the product sold

Optional, alphanumeric

Quantity

Quantity of product sold, in units

Optional, numeric

Price

Price of the product sold

Optional, numeric

Memo/Description

Note on the invoice

Optional, alphanumeric

Invoice Total *

Total amount of the invoice

Required, numeric

Payment Date

Date the payment was received

Defaults to Date if not provided, eg. 2021-02-27, 

Payment Type

Cash, Check, Debit or Credit

Defaults to Cash if not provided

Payment ID

Unique ID of the payment, separate from invoice number

Auto-generated if not provided

Payment Amount *

Payment amount received

Required when Invoice Total and Open Balance are not provided

Open Balance *

Remaining balance on invoice

Required when Payment Amount is not provided 

You have two options to upload your sales data

Option A (recommended)Upload a File
If your invoice tracking system allows you to export a spreadsheet with your invoice data, you can upload the file directly to Green Check.

If you are not able to export an invoice report from your invoice tracking system, you can download, fill out and upload this template instead.


Option BManually enter invoice data
You can manually enter data directly into the upload window. 

 

Option A: Upload a file

We recommend uploading an invoice report that you export directly from your invoice tracking system.

If you cannot export a report from your invoice tracking system, you can use our template:

First, you'll choose a file.

  • Log into your Green Check account at app.greencheckverified.com.
  • From your Dashboard, click Upload Sales File.
  • Click Upload data from file. A file browser will open for you to select your file. Acceptable file formats include .csv, .tsv, .xls, .xlsx, and .xml.

  • Next you will see a screen asking you if the first row contains column names. If it does, click Yes. If it doesn't, click No.

Now, you'll match the column headers from your spreadsheet to the standard fields in Green Check.

Please note: The column headers from your spreadsheet will show up in bold next to the column letter. You'll need to match this column name to a standard Green Check field using the dropdown next to the column name.

  • Most column headers will be automatically matched to a standard Green Check field. If it is matched to the incorrect field, use the dropdown to match it to the correct field.
  • You’ll need to match all of your columns to a standard Green Check field. Once a column is correctly matched, click Confirm mapping
    • If your spreadsheet contains any columns that don't map to a standard Green Check field, you can click Ignore this column.

 

Please note: You’ll only have to do this matching process once, your settings will be saved so future uploads can be completed in just a matter of seconds.

  • Once you’ve successfully matched your data and ignored extra columns, scroll down and click Review on the bottom right.


Now, review your data to make sure all of your columns were correctly matched.

  • You can click to edit any cells directly on the upload window.
    • Cells highlighted in red have an error that should be fixed before submission.
    • Cells highlighted in yellow have been automatically formatted by our system and do not need to be edited before submission. You can hover over any highlighted cells to see notes on the issue and how to resolve it.
  • Once you’ve resolved any cell errors, click Continue. If you are ready to submit click Yes on the next window.

Please note: You will be notified of the result of your sales upload within a few moments of submitting. You will receive a notification if your sales did not successfully upload.

 

 

 

 

 

Option B: Manually enter invoice data

  • Log into your Green Check account at app.greencheckverified.com. From your Dashboard, click Upload Sales File.
  • Enter your sales data directly into the upload window. 

    • Cells highlighted in red have an error that should be fixed before submission.
  • Once you’ve resolved any cell errors, click Continue. If you are ready to submit click Yes on the next window.

 

Please note: You will be notified of the result of your sales upload within a few moments of submitting. You will receive a notification if your sales did not successfully upload.

Want an easier way to upload sales data?

Copy and paste this email and send it to your invoice tracking system (include product@greencheckverified.com on the email) asking them to support an integration with Green Check:

Hello,

My financial institution is using a software called Green Check Verified for their cannabis banking compliance. They require that we upload sales reports from your software. Could you please contact Green Check about setting up a direct integration so I don’t have to manually upload the data each week?

I have added Green Check's Product team on this email.

Running into trouble?

  • The report file must be in .csv, .tsv, .xls, .xlsx, or .xml.

  • Ensure your file has all the required (*) fields. Fields not marked with (*) are optional:

* Date: Invoice date.
* Invoice Number: Unique identifier for the invoice.
* Customer: Customer name.
   Product: Name of the product sold.
   Quantity: Quantity of product sold, in units.
   Price: Price of the product sold.
   Memo/Description: Note on the invoice.
* Invoice Total: Total amount of the invoice.
   Payment Date: Date the payment was received.
   Payment Type: Cash, Check, Debit or Credit.(Defaults to Cash if not provided)
   Payment ID: Unique ID of the payment, separate from invoice number. (Auto-generated if not provided)
   Payment Amount: Payment amount.
   Open Balance: Remaining balance on invoice

Sample file